【Industrial Internet Weekly Report is a special product released by Titanium Media TMTpost. It will integrate the most important enterprise-level services this week, cloud computing , cutting-edge trends, major policies and research reports in the field of big data. 】
Last week (October 10-October 16), Huawei made a new round of personnel adjustments and appointed Wang Tao as the president of corporate BG. At the same time, he continued to serve as the director of the ICT Infrastructure Business Management Committee and Li Peng as the president of operator BG. Public information shows that Li Peng has served as president of Huawei's Western Europe Regional Department and president of Huawei's Southern Africa Regional Department, and is mainly responsible for Huawei's overseas operator business. Wang Tao was previously the executive director of Huawei and the director of the ICT Infrastructure Business Management Committee.
Early on October 7, Huawei's vice chairman Ding Yun died of a sudden illness. He is also the president of Huawei's operator BG and enterprise BG. In early January 2022, Huawei announced that Ding Yun, then president of operator BG, also served as president of corporate BG, and Ding Yun was elected vice chairman of the Supervisory Board at the end of March. Ding Yun's death is a pity, and the two major BGs under his charge also need a new leader. (Titanium Media APP)
Technology Stock Weekly Dynamics
html On the 114th, the domestic software sector continued to rise, Science and Technology Innovation Information hit the daily limit for two consecutive boards, Inspur Software hit the daily limit, and Nantian Information hit the daily limit, three-dimensional world, Keyuan Wisdom, Pulian Software, Zhengtong Electronic , Zhongke Information, Zhongfu Information , Xiling Information, etc. followed. html On the 113th, the three major indexes of U.S. stocks, , opened lower collectively, the Dow Jones Industrial Average fell 1.66%, the Nasdaq fell 2.74%, and the S&P 500 index, , fell 1.99%. Large technology stocks generally fell, with Amazon and Tesla falling by more than 4%, while Google, Microsoft and Apple falling by more than 2%. Blockchain concept stock fell sharply, Coinbase fell more than 9%, Marathon Digital and MicroStrategy fell more than 8%, and Riot Blockchain fell nearly 7%. html On the 112th, Zhizhen Technology , Imikang, Jialitu , Lian Technology, Black Peony, Capital Online, etc. followed suit. html On the 111th, the two major indexes closed sharply, with the Hong Kong Hang Seng Index closing down 2.23%, and the Hang Seng Technology Index falling 3.55%. On the market, sectors such as electrical equipment, construction products, professional services, ultra-supercritical power generation concept, green power concept, integrated die-casting concept, etc. led the rise; sectors such as airlines, interactive coal and services, cloud office, and information security were sluggish. Bilibili , Air China fell more than 9%, Meituan fell more than 6%, Baidu Group, NIO , SMIC fell more than 5%; Datang Power Generation rose more than 11%, China Electric Power rose more than 6%.Industry Dynamics
Central Bank : Solidly carry out the pilot work of digital RMB R&D
html On the 112th, People's Bank of China released the 17th article in the series "Take the Road of Financial Development with Chinese Characteristics " "Solidly carry out the pilot work of digitized RMB R&D", pointing out that it will continue to promote the sustainable and healthy development of digital RMB business. According to the article, since 2022, governments in various pilot regions have carried out nearly 30 digital RMB consumption red envelope activities around the themes of "promoting consumption", "fighting the epidemic", and "low-carbon travel". Various commercial institutions have also carried out many market-oriented promotion activities to effectively promote the recovery of social consumption and the release of potential. At the same time, e-government service platforms in many places have launched digital RMB payment services to support online and offline channels to handle payments for various public utilities. In addition, digital RMB services have also been expanded to county and rural areas, and the coverage of rural financial services is expanded based on special scenarios such as agricultural product sales and agricultural subsidies.National Energy Administration: Research on the inclusion of household photovoltaic in the carbon emission rights trading market
The National Energy Administration recently released a letter on the reply to the proposal No. 01691 (Economic Development No. 110) of the Fifth Session of the 13th National Committee of the Chinese People's Political Consultative Conference, which mentioned that in the next step, the National Energy Administration will cooperate with Ministry of Ecology and Environment and other departments to make the connection between green electricity transactions, green certificate transactions and carbon emission rights trading, and study the inclusion of household photovoltaics into the carbon emission rights trading market.(Shanghai Securities News)
Shanghai: By 2030, the future industrial output value will reach about 500 billion yuan
Shanghai Municipal People's Government issued the "Shanghai Action Plan to Build a Highland for Future Industrial Innovation to Develop and Strengthen Future Industrial Clusters". The plan proposes that by 2030, a number of hard-core achievements, innovative enterprises and leading talents with world influence will emerge in the fields of future health, future intelligence, future energy, future space, future materials, etc., and the future industrial output value will reach about 500 billion yuan. Among them, it will strengthen the future engine for future industrial cluster development. Build 5 future industrial clusters, build about 15 future industrial pilot zones, research about 100 core components, launch about 100 high-end products, form about 100 Chinese standards, and promote industrial agglomeration and leading development. (First Financial)
The three departments collectively interviewed some photovoltaic enterprises and industry institutions
According to the relevant requirements of the " Notice on Promoting the Coordinated Development of the Photovoltaic Industry Chain and Supply Chain" jointly issued by the Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration, in order to deeply guide the coordinated development of the upstream and downstream of the photovoltaic industry, the relevant business departments of the three departments, on the basis of organizing the cooperation and docking of the photovoltaic industry chain and supply chain, recently collectively interviewed some polycrystalline silicon backbone enterprises and industry institutions, and guided relevant units to strengthen self-discipline and self-inspection and standardized management. The three departments put forward work requirements for relevant units: First, we must focus on the overall situation and long-term interests, adhere to win-win cooperation between upstream and downstream, and promote the high-quality development of the photovoltaic industry; Second, we must effectively strengthen corporate self-discipline, carry out in-depth self-inspection and self-correction, consciously standardize sales behaviors, and avoid price gouging behaviors such as hoarding and taking the opportunity to speculate; Third, we must coordinate the construction of photovoltaic stock projects, reasonably release existing production capacity, and moderately accelerate the construction of compliant projects under construction, and at the same time, we must analyze and prevent risks in advance for the large-scale production of new production capacity.
Hunan Province's finance coordinates the allocation of 10 billion yuan to support enterprise scientific and technological innovation
Recently, the Provincial Department of Finance took the lead in drafting and submitting the General Office of the Provincial Government to issue the "Several Policy Measures for Financial Supporting Enterprises in Science and Technology Innovation in Hunan Province", which plans to coordinate the allocation of about 10 billion yuan from 2022 to 2025 to further promote enterprise scientific and technological innovation. (Hunan Daily)
The Ministry of Industry and Information Technology reported that 38 apps infringe on user rights and interests, Yingke live broadcast, Dingxiang Doctor, etc. are listed
According to the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology recently carried out a "look back" to rectify the infringement of user rights and interests, and organized third-party testing agencies to conduct key random tests on issues such as illegal pushing pop-up information and excessive request of App permissions. A total of 38 Apps were found to have problems, and now we will report them, and Yingke Live Broadcast, Dingxiang Doctor, etc. are listed.
Industry Information
Former Director of Alibaba Cloud Research Institute Xiao Lihua resigned and started a business
On October 10, Dr. Xiao Lihua (nicknamed "Xiao Bo") of Alibaba Group , former Vice President of Alibaba Group , President of Alibaba Cloud New Retail Business Department, and Dean of Alibaba Cloud Research Institute, resigned in May 2022 and founded "Zhixing Heyi Technology Co., Ltd.". The company provides enterprises with one-stop digital transformation services, including consulting + software + operation and other services, that is, helping enterprises form a closed loop of strategic transformation → business reconstruction → organizational upgrade → IT/DT construction → digital operation, which can provide end-to-end solutions.
VMware Appoints Chen Xuezhi as global vice president and president of Greater China
VMware announced the appointment of Chen Xuezhi as global vice president and president of Greater China. He will be fully responsible for VMware's business development in mainland China, the Hong Kong Special Administrative Region, the Macao Special Administrative Region and Taiwan. Previously, Chen Xuezhi served as the general manager of VMware Taiwan for more than ten years.
Cainiao responded to the establishment of a self-operated logistics company on "Double 11": The news is false
In response to the recent market rumors that Cainiao will "establish Cainiao Direct Send Technology Co., Ltd. for 150 million yuan", the relevant person in charge of Cainiao responded that the news is false. (Beijing Business Daily)
Ali Damo Academy Artificial Intelligence Scientist Yang Hongxia resigned
Ali Damo Academy big model leader Yang Hongxia resigned in early September. As an important artificial intelligence scientist who recently left in , Dr. Yang Hongxia is the technical director of the ultra-large-scale multimodal pre-trained model M6.Dr. Yang Hongxia's resignation this time was considered by industry insiders to be the adjustment of some commercial projects that were difficult to implement.
Yang Hongxia won the honor of Forbes China's top 50 women in science and technology this year in 2022. She also led her team to win the 2019 World Artificial Intelligence Conference Super AI Leader (shortified as SAIL Award ), and the 2020 National Science and Technology Progress Award second prize. (Tech Planet)
CATL Established a new energy company in Guizhou
html On October 11, Kaiyang Runshi New Energy Co., Ltd. was established with a registered capital of RMB 10 million. The legal representative of is Chen Fusheng. The business scope includes emerging energy technology research and development; sales of new energy vehicle battery swap facilities; research and development of online energy metrology technology; battery sales, etc. The equity penetration chart shows that the company is indirectly wholly owned by CATL New Energy Technology Co., Ltd. .Key billion private equity Zhao Jun: New energy is a major track worthy of long-term attention in the future
html On the evening of the 113th, Zhao Jun, general manager of Danshuiquan Investment of Qianyi Private Equity, recently talked about the reasons for the decline in the company's product net value in the past two years, the reflection on the window period of new energy layout, and the idea of future investment capacity building. He also talked about his understanding of the current market, how to layout his investment portfolio, etc. Zhao Jun’s core views include: “New energy is a big track worthy of our long-term attention in the future. There are three huge markets with trillions of space: electric vehicles, batteries and energy storage industry chains, and photovoltaics. After this round of adjustment, excellent companies should be able to overcome the difficult period and ultimately achieve performance that exceeds the best operating level in history. After the economy returns to normal, they can quickly gain greater market share or competitiveness.” (China Fund News)Strategic cooperation between China Cloud Computing and China High-tech Digital
Cloud and digital service providers China Digital and China High-tech Digital announced that China Digital’s subsidiary China Cloud Computing and China High-tech Digital signed a strategic cooperation agreement
, and the two parties established a long-term strategic cooperative relationship, focusing on the implementation of "digital and cloud integration" in vertical industries such as automobiles. At the meeting, Shenzhou Digital and Hi-Tech Digital simultaneously released the "Shenzhou Cloud | Digital Cloud Automobile I+ Service".It is said that Black Shark executives embezzled hundreds of millions of yuan to Tencent terminate the acquisition. Insiders responded: The news is false
On October 10, there was news that Black Shark is shrinking the number of jobs recently, with nearly 50% of layoffs, of which the VR project is the hardest hit area for layoffs. Tencent's acquisition plan for Black Shark is stranded, which may be a major reason for Black Shark's layoffs. According to people familiar with the matter, Tencent's acquisition plan for Black Shark Technology has been temporarily suspended. In response, Black Shark CEO Luo Yuzhou responded that there is nothing to say about it. In addition, some netizens revealed that Tencent invested hundreds of millions of dollars in Black Shark's research and development of VR, but was embezzled by Black Shark's senior management, which led to the cancellation of Tencent's acquisition plan. A Black Shark insider responded to this: The news is untrue. In response to false rumors, Black Shark has appealed to to the law and defended the company's reputation. Black Shark and Tencent still have investment cooperation. (Cailianshe)
Overseas news
News said that the EU has lost patience and filed antitrust charges against Google's advertising business next year
According to reports, several people familiar with the matter said that the EU will file antitrust charges against Google's digital advertising business next year because the settlement negotiations between the two sides are progressing slowly and the European Commission has lost patience. The European Commission declined to comment, while Google has not commented yet. If the news is true, it means that Google will face the EU's fourth "$1 billion" antitrust fine. (Sina Technology)
Amazon Cloud Technology and Nvidia launch the Metaverse Thousand People Talent Plan
Amazon Cloud Technology announced that it had announced a cooperation with Nvidia to provide cloud computing resource support to member companies of Nvidia's startup acceleration plan in the next two years. The two parties will also work together to launch the "Metauniverse Thousand Talents Program" to provide additional cloud computing resource support for startups in the metacosmic field using NVIDIA Omniverse.
Microsoft set up a new team to enter the Industrial Metaverse
Recently, Microsoft announced the establishment of a new team "Industrial Metaverse Core" to enter the Industrial Metaverse, planning to help customers create a new immersive software interface for operating the industrial control systems behind power plants, industrial robots and transportation networks. According to people familiar with the matter, the team's products to industrial customers will include technology provided by Microsoft's startup Bonsai in 2018. Bonsai allows mechanical or aerospace engineers to use machine learning to automate physical machinery or robots.
The world's first E-class supercomputer Frontier has faults almost every day
The world's first E-class supercomputer is The United States Oak Ridge National Laboratory (ORNL), and it is also the first in the top 500 supercomputers in the world. However, although it has the leading performance, Frontier is far from reaching the efficiency that supercomputers should have. However, according to recent reports, the hardware of
Frontier has experienced a large number of failures, and the machine cannot even run for a whole day. ORNL Frontier currently produces up to 60% of the computing power of 1 FP64 ExaFLOPS, and the system is designed to provide 1.685 FP64 ExaFLOPS. The official has not given any information on the specific issues yet.
Microsoft Office is renamed to Microsoft 365
According to foreign media reports, Microsoft is reshaping the Microsoft Office brand and renamed Microsoft Office to Microsoft 365. Microsoft said that in the next few months, Office.com, Office mobile apps and Office apps for Windows will become Microsoft 365 apps, with new icons, new appearance and more features. In the future, Microsoft 365 will include Teams, Word, Excel, PowerPoint, Outlook, Loop, Clipchamp, Stream and new Designer applications. ( Global Network )
Microsoft and Mercedes-Benz reached a cooperation agreement on cloud platform
On October 12, Microsoft and Mercedes-Benz announced that they would establish a partnership to use the Microsoft cloud platform to improve the production efficiency of more than 30 automotive factories around the world. The platform can achieve a dynamic sorting of production resources for electric and high-end cars, and the statement said that the cooperation will increase automobile production efficiency by 20% by 2025 compared with 2022.
IntelGoogle jointly releases design chipE2000
Intel and Google have released a new joint design chip aimed at improving the security and performance of cloud computing. This new chip, called E2000, can be used to take over packet processing of other CPUs. If different customers share the same CPU in the cloud, the new chip can also provide higher security.
Apple "punishes" union workers: no longer giving new benefits to medical and education
Apple will no longer issue the latest benefits to the only retail store employee who joined the union, a move that could exacerbate the tension in labor-management relations among the tech giant. Currently, only one retail store in Baltimore, Maryland has formed a union. Apple told retail and corporate employees this week that the company will increase external education courses and health care benefits, people familiar with the matter said. Employees will receive more funds to complete the course, and employees in some states will be able to receive new health plan benefits. This is part of Apple's broader effort to give back to its employees. During the epidemic, the company had to deal with inflationary pressures, tight labor markets and changes in employee demand.
financing acquisition of
Lixin Data intends to acquire 100% of Beijing Huanya's equity for no more than 1.5659 million
Lixin Data (871394) . Based on the overall development strategy considerations in the future, in order to further expand the company's business scale and enhance the company's resource integration and core competitiveness, the company plans to acquire 100% of Beijing Huanya Market Research Society (hereinafter referred to as "Beijing Huanya") for no more than 1.5659 million . After the transfer is completed, the company holds 100% of the equity of Beijing Huanya.
Shulan Technology has received tens of millions of yuan in B+ round financing
Domestic data middle platform supplier Shulan Technology announced that it has completed tens of millions of yuan in B+ round financing. This round of financing is invested by the Industrial Fund of Yuhang District, Hangzhou City, and the funds will be mainly used for the construction of the digital ecological cooperation system of IDV (Independent Data Vendors).
Hangao shares received hundreds of millions of investments from Inspur
China venture capital investment company Hangao Basic Software Co., Ltd. (hereinafter referred to as "Hangao shares") received a strategic investment of 400 million yuan in Inspur Group. Inspur Group became the largest shareholder of Hangao shares, and Hangao shares officially became a state-owned database software enterprise.
Yongan Online completed a B+ round of financing of 40 million yuan
full-stack API security SaaS platform Yongan Online announced that it had completed a B+ round of financing of 40 million yuan. This round of financing was exclusively invested by Guoke Investment, and Index Capital continued to serve as the exclusive financial advisor.
Zhengfu Software completed nearly 100 million yuan of round B financing
Zhengfu Software completed nearly 100 million yuan of round B financing, led by Fuzhou Innovation and Innovation Investment Fund managed by Fujian Innovation Investment, followed by Fuzhou Venture Capital, a wholly-owned subsidiary of Fuzhou Financial Holding Group, and Fuzhou Rongjin Digital Investment Fund managed by Yida Capital, a round A investor.
Meik Bioenergy received hundreds of millions of yuan in Series C financing
"Meik Bioenergy" completed hundreds of millions of yuan in Series C financing. Up to now, Mek Bioenergy provides digital energy and security services to more than 30 Fortune 500 companies led by State Grid, managing nearly 100 energy storage power stations including the largest stage energy storage power station in China, and is a safety software partner designated by several city-level charging management platforms such as Shanghai.
Airwallex Airwallex completed a US$100 million E2 round of financing
fintech company Airwallex Airwallex announced the completion of a US$100 million E2 round of financing. Existing investors Square Peg, Salesforce Ventures, Sequoia China, Lone Pine Capital, Hexuan Capital, 1835i and Tencent participated in this round of financing, and also introduced Australian pension fund HostPlus and a large North American pension fund as new investors. After this round of financing, Airwallex Air Cloud Hui's total financing amount reached more than US$900 million, and its valuation remained at US$5.5 billion, driving the company's global growth.
China's automobile exports jumped to the second largest in the world
China Automobile Association data shows that in August 2022, China Automobile Association exports reached 308,000 vehicles, a year-on-year increase of 65%, which is the first time in history that more than 300,000 vehicles have exceeded 300,000 vehicles. Judging from the overall situation in the first eight months of this year, my country's automobile export volume has surpassed Germany, second only to Japan's automobile export volume. Among them, the export volume of new energy vehicles increased by more than 90% year-on-year from January to August, contributing an important increase. Developed countries are becoming the main market for my country's automobile exports. The China Association of Automobile Manufacturers compiled customs data shows that from January to August 2022, the top ten countries in my country's automobile commodity export volume were the United States, Mexico , Japan, Belgium, the United Kingdom, the Russian Federation, Germany, South Korea, Australia and Saudi Arabia . (Securities Times)
IDCh: The hyper-converged market size in the first half of 2022 reached 5.957 billion yuan
IDC released the "2022 H1 China Software-Defined Storage (SDS) and Hyper-converged Storage (HCI) System Market Quarterly Tracking Report" shows that China's hyper-converged market size in the first half of 2022 reached 5.957 billion yuan, a year-on-year increase of 13.1%. Among them, the market size reached 2.338 billion yuan in Q1 and 3.619 billion yuan in Q2.
IDC: China's edge public cloud service market reached 2.56 billion yuan in 2021
Recently, the China Edge Cloud Market Report released by IDC showed that China's edge public cloud service market reached 2.56 billion yuan in 2021. In the edge public cloud service market, four types of service providers, including Internet-based cloud service providers, independent third-party cloud and CDN service providers, telecom operators, and sinking edge service providers, have all entered the market and occupy a certain market position.
